Situations that may raise questions
A new child, a change in custody, marriage, divorce, or supporting another family member can affect the information needed for a return. The right treatment depends on the facts and documentation for the year.
Documents worth gathering
Organize the records that help explain your household and the people claimed on the return.
- Dependent identification and relationship information
- Child-care or education-related records
- Filing-status information after marriage or divorce
- Custody or support documentation when relevant
- Prior-year return and income documents
A practical conversation
You do not need to know every rule before reaching out. Bring your questions, describe what changed, and ask what documentation is needed before filing.
Information on this website is general in nature and is not tax, legal, or accounting advice.